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Empire Financial Management Company’s Carlyle Group CG Stock Holding History

Empire Financial Management Company’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,500
Closed -$2.16M – 213
2025
Q4 		$2.16M Sell
36,500
-39,500
-52% -$2.24M 0.47% 66
2025
Q3 		$4.77M Buy
76,000
+31,000
+69% +$1.94M 1.09% 24
2025
Q2 		$2.31M Buy
45,000
+1,500
+3% +$64.6K 0.67% 45
2025
Q1 		$1.9M Hold
43,500
– – 0.59% 57
2024
Q4 		$2.2M Buy
43,500
+24,500
+129% +$1.24M 0.69% 45
2024
Q3 		$818K Buy
+19,000
New +$797K 0.25% 113

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State Street
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Empire Financial Management Company's CG Position: Q1 2026 in Review

Empire Financial Management Company sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 36,500 shares — an estimated $2.16M sold.

Empire Financial Management Company first reported a position in CG in Q3 2024 and held it in 6 quarters. The position peaked at $4.77M in Q3 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Empire Financial Management Company reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 36,500 Carlyle Group shares in Q1 2026, an estimated $2.16M.
  • Empire Financial Management Company first reported a position in Carlyle Group in Q3 2024 and held it in 6 quarters.
  • Empire Financial Management Company's Carlyle Group position peaked at $4.77M in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.